A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 471 shares of IUSG stock, worth $65,370. This represents 0.02% of its overall portfolio holdings.

Number of Shares
471
Previous 599 21.37%
Holding current value
$65,370
Previous $76,000 18.42%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$116.79 - $133.54 $14,949 - $17,093
-128 Reduced 21.37%
471 $62,000
Q2 2024

Jul 30, 2024

BUY
$109.98 - $128.59 $14,077 - $16,459
128 Added 27.18%
599 $76,000
Q4 2023

Jan 26, 2024

SELL
$91.06 - $104.51 $47,533 - $54,554
-522 Reduced 52.57%
471 $49,000
Q4 2021

Feb 11, 2022

BUY
$101.4 - $117.16 $100,690 - $116,339
993 New
993 $115,000

Others Institutions Holding IUSG

About ISHARES CORE S&P U.S GROWTH ET


  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
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